Don’t worry! There are no silly questions.

Financial planning can be intimidating and we understand this is a new experience with new jargon to get your head around.

We believe there are no silly questions and want to ensure that you’re up to speed with everything we discuss. We give you straightforward advice to help guide you along your journey.

A lack of financial understanding is exactly why you should talk to a professional financial advisor.

It’s our job to offer advice in clear terms, to help you deal with the complex world of financial products, and to achieve your financial goals, with less stress and more enjoyment.

At Oaktree Financial, we believe financial planning is for everyone, not only those with substantial wealth.

We want to make our expertise accessible and keep our fees transparent for each and every client.

We only get paid when you are 100% happy with what we are planning together. We are completely upfront about how we get paid and we take everything one step at a time.

Our first meeting with each client takes the form of a complimentary chat, where we will assess whether we can help you, and fully explain the potential costs and fees of our services.

Good financial advice can help with all the significant stages in life.

Whether you are looking for your first mortgage, you want to increase your savings, or you need to start a pension, managing your finances skillfully can make all the difference to whether you achieve your goals.

From your first meeting with your chosen financial advisor, their expertise can help you select the most suitable financial product for your needs, maximize the value of your investments, and ensure you have adequate insurance against the unexpected.

Your financial planner will be able to access financial products that aren’t available to the public, using their specialist financial knowledge to make your money work as hard as possible on your behalf. They will survey potential products, taking into account costs and fees, and then recommend the most suitable services for your finances.

Financial advisors in Ireland are well regulated, so you can be sure you are receiving reliable expertise. There are several levels of financial qualification to look out for when selecting your financial service providers.

The minimum requirement for a face-to-face financial advisor is the Qualified Financial Advisor qualification. Financial advisors may have also completed further training, such as the Specialist Investment Advisor (SIA) qualification or the Certified Financial Planner (CFP) qualification.

All financial advisors are required to maintain their continuous professional development, in order to ensure their advice stays relevant and their knowledge remains current, in compliance with standards laid out by The Central Bank.

Choosing the right financial advisor for you is a key step in gaining the expertise you need to secure a bright financial future.

Look at the qualifications of the team, and the specific services they provide. Do they cover the areas you are interested in, whether that is insurance, money management, or pension and investment?

If they have great reviews from previous clients, and their service has a good reputation, they could be the financial advisors you need.

At Oaktree Financial we pride ourselves on our positive client relationships, and can boast not only premium advice, but a friendly team dedicated to building life-long communities around our services.